For the quarter ended September 2026, Assurant (AIZ Quick QuoteAIZ - Free Report) reported revenue of $3.55 billion, up 9.5% over the same period last year. EPS came in at $6.15, compared to $5.73 in the year-ago quarter.

The reported revenue represents a surprise of +3.37% over the Zacks Consensus Estimate of $3.44 billion. With the consensus EPS estimate being $4.57, the EPS surprise was +34.57%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Assurant performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenues- Net investment income: $147.2 million versus the four-analyst average estimate of $149.38 million. The reported number represents a year-over-year change of +10.3%.
• Revenues- Fees and other income: $579.7 million versus $548.96 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +19.7% change.
• Revenues- Net earned premiums, fees and other income: $3.41 billion versus $2.76 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +9.5% change.
• Global Lifestyle- Net investment income: $100.1 million compared to the $104.03 million average estimate based on three analysts. The reported number represents a change of +10.1% year over year.
• Global Lifestyle- Fees and other income: $530.2 million versus the three-analyst average estimate of $488.77 million. The reported number represents a year-over-year change of +22.5%.
• Global Lifestyle- Net earned premiums, fees and other income: $2.66 billion versus $2.54 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +10.6% change.
• Global Housing- Net earned premiums: $695.5 million versus $683.36 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.8% change.
• Global Housing- Fees and other income: $49.4 million versus $50.98 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -4.1% change.
• Global Housing- Net investment income: $36.3 million versus $37.82 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +0.8% change.
• Global Housing- Net earned premiums, fees and other income: $744.9 million versus the three-analyst average estimate of $734.35 million. The reported number represents a year-over-year change of +6%.
• Corporate & Other- Total revenues: $10.1 million versus $8.55 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +77.2% change.
• Global Lifestyle- Net earned premiums: $2.13 billion versus the three-analyst average estimate of $2.05 billion. The reported number represents a year-over-year change of +8%.

View all Key Company Metrics for Assurant here>>>

Shares of Assurant have returned +11.6% over the past month versus the Zacks S&P 500 composite's -2.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.